Welcome to our Family Office Industry Briefing Series, produced in partnership with Charles Schwab. Part 1 of 3 of this report provides an insightful look into the geographic breakdown and asset distribution of the global family office ecosystem. Parts 2 and 3 will be released respectively in Q2 and Q3 of 2020. Part 2 will focus on the family office direct investment landscape, while part 3 will take a deep dive into the family office professionals that comprise the ecosystem.
The research contained within this report has been built with a bottom-up approach from our extensive family office dataset, as opposed to traditional small-sample survey data. As a result, we are able to share, for the very first time, robust and detailed insights into this impactful and previously opaque family office sector.
Single Family Office & Multi Family Office breakdowns by region
Assets under management distribution reports
Analysis of family wealth origins by key industries
Insights on family office exposure by asset class
Key differences & trends within the Single Family Office vs. Multi Family Office markets
Release Date: Q2, 2020
Release Date: Q3, 2020
"FINTRX offers highly detailed profiles of prospective family office investors, all information is up-to-date - a very high ROI database for our firm." - Matt Lusins, Convergence Investments
"To date, I have already received an investment from a family office that originated from FINTRX that I had no prior connection to whatsoever." - Kevin Dahwyler, Measure 8 Venture Partners
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